FINANCIAL PLANNING

INDUSTRY NEWS

While model figures provide valuable insights on how advisers can draw benefits from managed accounts, Zenith’s head of portfolio solutions has argued that professional j...

INDUSTRY NEWS

While the number of financial services staff using AI has almost doubled in the last year, two surveys have revealed that fast-paced AI adoption has led to governance gap...

INDUSTRY NEWS

Entireti has partnered with Striver to connect graduates and job seekers with its advice network to support the placement of new talent. ...

INDUSTRY NEWS

ASIC has cancelled the Australian financial services licence of Ivy League Capital Pty Ltd, a firm authorised to provide advice in relation to managed investment schemes....

INDUSTRY NEWS

Mason Stevens has partnered with independent ultra-high net worth advisory firm GloryHouse to leverage its platform for investment management and client services. ...

INDUSTRY NEWS

High-net-worth clients with between $5-10 million are found to have the greatest unmet advice needs, according to LGT Crestone, with inheritance planning viewed as the mo...

INDUSTRY NEWS

The advice industry is in an “arms race” according to minister for financial services, Daniel Mulino, around the use of technology in superannuation switching scams such ...

INDUSTRY NEWS

Advisers are now serving more ongoing clients, according to a CFS report, but efficiency limitations continue to hinder the 82 per cent looking to serve more. ...

INDUSTRY NEWS

The FAAA is hopeful the education and experience pathway deadline will be the “last big thing” that could cause an adviser exodus but concern now turns to advisers moving...

INDUSTRY NEWS

Invest Blue’s managing director says the firm is aiming to implement responsible private market access to its retail clients following the launch of its SMA last month....

INDUSTRY NEWS

After launching its digital advice offering earlier this year, AMP has announced the next phase of its strategy, providing its users with more personalised guidance. ...

INDUSTRY NEWS

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 2 weeks ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

3 weeks 1 day ago

The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

3 weeks 1 day ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

6 days 9 hours ago
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